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How to adjust PM work order generation start dates on maintenance plans

Purpose: Instructions on how to adjust the dates of auto-generated PM work orders

Walkthrough Video

steps

  1. Navigate to the asset page in Salesforce
  2. Click "Maintenance Assets / Plans" to review the current plan the asset is on image.png
  3. You can see any of the plans the asset is currently on image.png
  4. Click "PMs" to see open existing PM work orders. image.png
  5. If the dates the PM work orders are generated need to be updated. Click the "Update Maintenance Asset" button to adjust the months the PM work orders generate. image.png
  6. Select the row that represents the asset start month you want to adjust. image.png
  7. Click "Next" image.png
  8. Review the open work orders, service appointments, and cases that will be deleted with this update and Click "Next" if removing all of these items is ok. image.png
  9. Click this text field and select the start date of when to generate the PM work orders. image.png
  10. All plans default to the last day of the month, so you do not have to be concerned with the selected day (only the month). image.png
  11. Click a date on the month the plan should begin. image.png
  12. Click "Next" image.png
  13. Confirm you reviewed the records that will be deleted. You can cancel at this point with no impact on the records. If you continue, records will be deleted if they were displayed on the previous screens. image.png
  14. Click "Next" image.png
  15. Take note to ensure the asset was added to the correct plan and Click "Next" image.png
  16. *if needed, Click "Finish" under Maintenance Plans / Plans to refresh the plan image.png
  17. You can click the Maintenance asset link to confirm the start date the PM work orders will be generated image.png
  18. The date of the first work order in the next batch is when the next PM work order will be due. image.png
  19. *if needed, Click "Done" under the PM tab on the asset to refresh the work order view. The system will start auto-generating the new work orders within 12 hours. image.png
  20. *if needed, Click "Chatter" image.png
  21. A chatter post is made when the maintenance plans are updated image.png

Process owner:

For more information, contact Information Systems.

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